- Deal Automation
- Deal Stage Tracking
- Deal stage tracking
Track deal transitions to specific stages
Automate the monitoring and handling of deal stage changes by detecting when a deal reaches specific milestones and routing relevant information to your chosen tools. This ensures you’re always informed, enabling timely follow-ups, performance insights, and seamless notifications without manual intervention. Streamline data capture and task creation to maintain organization, track lost deals insights, and trigger performance tracking automatically.
Filter by common apps:
Follow Up Boss
Looping by Zapier
Google Calendar
Zendesk Sell
Filter by Zapier
Pipedrive
Code by Zapier
HubSpot
Google Chat
Google Sheets
Formatter by Zapier
Zapier Tables
Funnelytics
PandaDoc
Microsoft Dynamics 365 CRM
- Trigger process when deal stage updates in Follow Up Boss, and create loop from numbers
- Move deal to specific stage in Zendesk Sell after Google Calendar event ends
Move deal to specific stage in Zendesk Sell after Google Calendar event ends
- Mark activity as completed in Pipedrive when deal stage updates
Mark activity as completed in Pipedrive when deal stage updates
- Process deal transition in HubSpot, find contact, and submit form with contact email
Process deal transition in HubSpot, find contact, and submit form with contact email
- Move deals in Pipedrive, and notify team in Google Chat
Move deals in Pipedrive, and notify team in Google Chat
- Log new deals in Google Sheets, and apply follow up action plan in Follow Up Boss
Log new deals in Google Sheets, and apply follow up action plan in Follow Up Boss
- Track deal progress in HubSpot, format data, and create a record in Zapier Tables
Track deal progress in HubSpot, format data, and create a record in Zapier Tables
- Track deal stage changes in Pipedrive, filter criteria, run Python, and log actions in Funnelytics
Track deal stage changes in Pipedrive, filter criteria, run Python, and log actions in Funnelytics
- Update opportunity in Microsoft Dynamics 365 CRM, and update deal in HubSpot when document is completed in PandaDoc
Update opportunity in Microsoft Dynamics 365 CRM, and update deal in HubSpot when document is completed in PandaDoc
